American Eagle Outfitters (AEO) Q2 FY27 earnings call

American Eagle Outfitters delivered Q2 FY27 results at the high end of expectations, primarily driven by Aerie's continued robust growth across all categories and channels. While American Eagle showed sequential improvement, particularly in men's and women's denim, the brand's overall performance remained flat, necessitating ongoing inventory rebalancing and markdown activity. The company is focused on driving stronger profitability and disciplined resource allocation under its new CFO, Ravi Thanawala, with strategic investments in product and conversion-driving marketing tactics.